Certified Private Wealth Advisor® Certification Program

High-net-worth individuals have complex needs that can’t be properly addressed by an advisor with a basic financial planning background. The Certified Private Wealth Advisor® (CPWA®) certification is an advanced credential created specifically for wealth managers who work with these clients, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

The CPWA program begins with an approximately six-month pre-study program and concludes with a five-day class one of three education providers:

  1. University-sponsored classes. In keeping with IMCA’s history of working with prestigious business schools, the CPWA certification is offered in conjunction with The University of Chicago Booth School of Business. To read about the instructors who teach the CPWA certification program, click here.
  2. IMCA-sponsored classes. IMCA offers its own sponsored classes, which deliver a lower-cost education option utilizing a mix of practitioner and academic instructors. The next IMCA-sponsored class is scheduled for December 3-8, 2017, at the University of California, Los Angeles and is open for enrollment to all CPWA certification candidates. The enrollment deadline is May 19, 2017. Click here for more information.
  3. Firm-sponsored classes with a university or IMCA as an education partner. IMCA has provided this model with a major wirehouse since 2015. Advisors should check with their firm’s education department to inquire about a possible firm-sponsored class or contact Tim Whiting, IMCA National Sales Director, at [email protected].

As the premier credential in this arena, the CPWA certification program offers a challenging educational program focused on advanced wealth management topics, including: behavioral finance, charitable and estate planning, planning for closely held business owners, planning for executives, portfolio management, retirement planning, risk management, and tax planning. The comprehensive curriculum provides the level of detail wealth managers and advisors need to know in order to better serve high-net-worth clients.

Click here to access the CPWA certification program application.

Click here to view all upcoming CPWA programs.

For information regarding CPWA program registration, please contact the Education Department via e-mail or phone at 303.770.3377.

Questions, comments, complaints, and suggestions regarding IMCA’s educational programs should be directed to IMCA at 303.770.3377 or via e-mail.

Note— IMCA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org. The recommended CPE for the CPWA program is 37 credits.

The CPWA designation program has also been pre-approved for 28 CE credits from CFP Board. Once an individual has successfully completed the CPWA designation program and earned the designation, IMCA will submit all information regarding CE to CFP Board.

Certificants and candidates can file a complaint with IMCA about certification policy, practice, or decisions. Complaints must be in writing, and can be submitted by email, mail, or fax to IMCA. Complaints must originate directly from the certificant or candidate. CIMA®, CIMC®, and CPWA® certificants should click here to download the appropriate form; CIMA® and CPWA® certification candidates should click here to download the appropriate form.

Impartiality Statement

IMCA and its management are committed to ensuring that its certification and other activities are undertaken impartially, objectively, and fairly.  To this end, IMCA’s policies, procedures, and actions are applied evenly to all persons.  IMCA also manages conflicts of interest, and ensures that its activities and decisions are not adversely influenced by irrelevant factors.  IMCA further is committed to ensuring that its certification activities are independent of its other activities, and that its decisions at all phases of certification are made without bias or prejudice and based entirely upon the criteria for certification.